Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Points Intl LTD Com New
Q2 2021 Filed on Jul 22, 2021
4,000
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2021 Filed on Jul 22, 2021
36
$26.07 - $27.02 $939 - $973
Innovator Nasdaq 100 Power Buffer ETF January
Q2 2021 Filed on Jul 22, 2021
1,464
N/A
PHIO
Phio Pharmaceuticals Corp.

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,000
$1.87 - $2.8 $7.48K - $11.2K
NNDM
Nano Dimension Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
1,050
$5.53 - $8.86 $5.81K - $9.3K
Innovator Nasdaq 100 Power Buffer ETF April
Q2 2021 Filed on Jul 22, 2021
1,614
N/A
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q2 2021 Filed on Jul 22, 2021
517
$81.52 - $92.74 $42.1K - $47.9K
CRDF
Cardiff Oncology, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,250
$6.65 - $10.04 $15K - $22.6K
SLQT
Select Quote, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$19.26 - $32.28 $38.5K - $64.6K
NARI
Inari Medical, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
25
$79.62 - $114.85 $1.99K - $2.87K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
251
$17.4 - $34.7 $4.37K - $8.71K
NKLA
Nikola Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
2,627
$9.65 - $18.93 $25.4K - $49.7K
VRM
Vroom, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
500
$35.41 - $48.14 $17.7K - $24.1K
AMKR
Amkor Technology, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
1,086
$18.06 - $26.38 $19.6K - $28.6K
RRX
Regal Rexnord Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
3
$125.86 - $150.82 $378 - $452
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
3,107
$9.35 - $10.3 $29.1K - $32K
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
42
$121.0 - $257.67 $5.08K - $10.8K
GNUS
Genius Brands International, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
661
$1.37 - $2.13 $906 - $1.41K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
500
$55.51 - $71.91 $27.8K - $36K
Premier Financial Corp Com
Q2 2021 Filed on Jul 22, 2021
2,465
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2021 Filed on Jul 22, 2021
1,575
N/A
UNF
Unifirst Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
30
$214.78 - $241.68 $6.44K - $7.25K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,069
$12.82 - $14.29 $26.5K - $29.6K
Cubic Corp Com
Q2 2021 Filed on Jul 22, 2021
29
N/A
MNKD
Mannkind Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$3.61 - $5.45 $3.61K - $5.45K
LAZ
Lazard LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,011
$43.5 - $48.18 $44K - $48.7K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
6
$35.69 - $40.64 $214 - $244
BKCC
Black Rock Capital Investment Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
28
$3.48 - $4.43 $97.4 - $124
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q2 2021 Filed on Jul 22, 2021
690
N/A
USNA
Usana Health Sciences Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
34
$88.8 - $106.45 $3.02K - $3.62K
RCEL
Avita Medical, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
40
$17.23 - $22.02 $689 - $881
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
7,500
$6.23 - $10.03 $46.7K - $75.2K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$23.49 - $25.68 $47K - $51.4K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2021 Filed on Jul 22, 2021
990
$46.13 - $49.37 $45.7K - $48.9K
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
20
$38.16 - $47.19 $763 - $944
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q2 2021 Filed on Jul 22, 2021
220
$21.67 - $25.54 $4.77K - $5.62K
OCUL
Ocular Therapeutix, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$13.43 - $19.16 $13.4K - $19.2K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
459
$92.19 - $115.71 $42.3K - $53.1K
UCO
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Jul 22, 2021
50
$13.23 - $19.87 $662 - $994
FCN
Fti Consulting, Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
49
$134.65 - $146.5 $6.6K - $7.18K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2021 Filed on Jul 22, 2021
32
$37.01 - $39.8 $1.18K - $1.27K
BLFS
Biolife Solutions Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
96
$29.51 - $44.62 $2.83K - $4.28K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
11
$35.08 - $39.98 $386 - $440
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,195
$13.37 - $14.77 $16K - $17.7K
LILA
Liberty Latin America Ltd.

Communication Services
Q2 2021 Filed on Jul 22, 2021
81
$13.24 - $14.61 $1.07K - $1.18K
OOMA
Ooma Inc

Communication Services
Q2 2021 Filed on Jul 22, 2021
100
$15.76 - $24.2 $1.58K - $2.42K
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
729
$3.68 - $5.58 $2.68K - $4.07K
GFI
Gold Fields LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
406
$8.86 - $12.21 $3.6K - $4.96K
YRD
Yiren Digital Ltd.

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,152
$3.5 - $6.48 $4.03K - $7.46K
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